Gcm Customized Fund Investment Group, L.P

CRD#169155
Investment Advisor Firm

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Learn more about Gcm Customized Fund Investment Group, L.P

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Gcm Customized Fund Investment Group, L.P is located at 767 Fifth Avenue, New York, NY. The firm employs 75 financial advisors to manage client portfolios and provide financial guidance. Gcm Customized Fund Investment Group, L.P is not a registered broker-dealer.

    Gcm Customized Fund Investment Group, L.P oversees $47.9 billion in assets under management across 219 accounts, of which 216 are discretionary and 3 are non-discretionary. The services offered include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The firm caters to high net worth investors, pooled investment vehicles, and state or municipal government entities, with pooled investment vehicles being the largest client type by accounts. The fee structure at Gcm Customized Fund Investment Group, L.P includes asset-based, fixed, and performance-based fees. The firm has 1 high net worth client and maintains affiliations with a broker-dealer or securities dealer, pension consultant, and commodity pool advisor.

    Gcm Customized Fund Investment Group, L.P is registered in the states of Delaware, Illinois, Michigan, and North Carolina.

    Assets Under Management

    $47.9 billion

    Number of Advisors

    75

    Disclosures

    No

    Office Location

    767 Fifth Avenue
    New York, NY 10153-0002

    Gcm Customized Fund Investment Group, L.P by the Numbers

    Total Assets Under Management

    $47.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    146

    National Average: 64
    Total Number of Accounts

    219

    National Average: 375,227
    Average Account Size

    $218.6 million

    National Average: $23.0 thousand
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    Products and Services

    Gcm Customized Fund Investment Group, L.P offers a variety of financial services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. However, Gcm Customized Fund Investment Group, L.P did not provide financial planning services to any of its clients in the last financial year. The Firm is involved in selling products or offering services different than investment advisory services to its clients.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice usually depend on the type of financial services offered. Fees charged by Gcm Customized Fund Investment Group, L.P likely include any blend of the following fee types: asset-based, fixed, or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm provides services to high net worth investors, pooled investment vehicles, and state or municipal government entities. Out of its 3 clients, Gcm Customized Fund Investment Group, L.P's largest client group by number of accounts is pooled investment vehicles, though it also manages money for 1 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0.46%
    • Other Individuals - 0%
    • Corporations - 99.54%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Gcm Customized Fund Investment Group, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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